Privacy Policy
Athena Financial's privacy commitment: client files, authorized information sharing, consent, access and corrections.
Source: Athena Client Engagement Form, Advisor Disclosure Form, and Privacy Commitment and Your Client File (February 2025 version).
1. Our privacy commitment
Protecting the privacy of your personal information is important to Athena Financial and to the companies whose products and services we offer. We are committed to collecting, using and disclosing personal information responsibly. Information you provide is used by us in a professional capacity.
2. Your client file
Ken Feng and his team create and maintain a client file containing information such as your contact information, financial information, records of meetings and phone calls, general correspondence, and instructions you give us.
We use this information to assess your financial situation, offer products and services that may be of interest and benefit to you, and provide ongoing client service.
3. Who may receive your information
Your personal information in your client file is disclosed only to:
• Our employees and persons authorized by your advisor.
• Companies your advisor represents, and their employees and agents, to provide or seek to provide financial products or services to you.
• Third-party service providers selected and authorized by your advisor.
• Persons or entities to which you have granted access.
• Persons or entities allowed access by law.
With your permission, information may be shared as needed with attorneys, accountants and other professionals you work with, or suggested partners, to serve you better. The Advisor Disclosure Form requests your consent to collect, use and share information with relevant financial companies and intermediaries to implement and service the financial products you purchase.
4. Service providers outside Canada
Some authorized third-party service providers may be located outside Canada. In those cases, your personal information may be subject to the laws of other countries, including laws permitting access by public authorities.
5. Access, corrections and withdrawing consent
In accordance with applicable law and upon your request, your advisor will provide access to the personal information in your client file for your review. You have the right to request corrections.
You may later revoke consent to the creation and maintenance of your client file, subject to legal and contractual limitations. Contact Ken Feng and his team to make a request or ask about the privacy policies and procedures that apply to your file.
6. Joint client files
The Client Files consent section asks for permission to maintain a joint client file with your spouse and disclose the information in that file to your spouse. A spouse's signature is required where applicable. Reading this website does not give consent to a joint file or disclosure to a spouse.
7. Additional documents and format conversion
The signed Privacy Commitment addresses additional documents you choose to provide, including insurance policies, copies of life insurance applications containing medical or lifestyle information, wills and powers of attorney. It states that these documents are provided at your own risk and includes a release of liability or responsibility in connection with these documents for your advisor, the companies represented, and persons acting on their behalf.
The form also provides for converting documents into another format without retaining the originals. Review these provisions with your advisor before signing or providing documents. Privacy policies and procedures concerning these documents are available on request. This website summary does not itself obtain your agreement to a release.
8. Your consent and the source document
Client-file consent and acknowledgements are obtained through the client forms, not through a visit to this website. A reproduction of the signed form is as valid as the original. A full copy of the privacy policy is provided as part of the disclosure process.
This page summarizes the privacy commitments in Athena's supplied engagement and disclosure form. It does not add statements about website cookies, analytics, data-retention periods or security procedures that the form does not specify. Please contact us for information about those practices.
Questions or requests
Contact Ken Feng and his team by email at ken.feng@athenainc.ca or by phone at (778) 608-3175.